SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$436K
3
+$395K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$394K
5
VB icon
Vanguard Small-Cap ETF
VB
+$341K

Top Sells

1
+$349K
2
+$316K
3
+$196K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$182K
5
BP icon
BP
BP
+$181K

Sector Composition

1 Technology 15.23%
2 Healthcare 12.05%
3 Financials 11.3%
4 Consumer Discretionary 6.8%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3.64K ﹤0.01%
240
-351
977
$3.6K ﹤0.01%
296
978
$3.6K ﹤0.01%
69
+4
979
$3.58K ﹤0.01%
46
-7
980
$3.56K ﹤0.01%
23
-21
981
$3.56K ﹤0.01%
187
-319
982
$3.54K ﹤0.01%
+2,569
983
$3.51K ﹤0.01%
16
984
$3.49K ﹤0.01%
51
+21
985
$3.48K ﹤0.01%
35
-2
986
$3.48K ﹤0.01%
+30
987
$3.43K ﹤0.01%
207
-5
988
$3.41K ﹤0.01%
27
989
$3.4K ﹤0.01%
100
990
$3.38K ﹤0.01%
+37
991
$3.33K ﹤0.01%
194
+37
992
$3.31K ﹤0.01%
95
+51
993
$3.29K ﹤0.01%
112
994
$3.29K ﹤0.01%
31
995
$3.27K ﹤0.01%
64
996
$3.23K ﹤0.01%
+198
997
$3.22K ﹤0.01%
+38
998
$3.16K ﹤0.01%
421
-681
999
$3.13K ﹤0.01%
94
-550
1000
$3.12K ﹤0.01%
94
-55
38 39
40
41 42